Update the expense account of a product or service on past bills

When you edit the expense account of a product or service that’s already added to bills, the change will not apply to existing bills automatically.

You need to first find all affected bills, then update them individually.

Find bills with products or services associated with the old expense account

1. Log in to your account at waveapps.com.
2. On the left-side menu, click Reports.
3. Scroll down and click Account Transactions (General Ledger).
4. On the report, click the Account field dropdown and select the old expense account for the product or service you updated.
5. Set the correct date range up to the date you changed the expense account.
6. Set the report type to Accrual to ensure you include any unpaid bills.

The report will show all transactions associated with the old expense account. You can identify bills from the list as their description appears as Name of the vendor - Bill - product name.

Update the expense account on existing bills

1. From the account transactions report, click on each bill that’s under the old expense account. The bills open in a new tab.
2. Click the Expense Category dropdown next to the item you updated the expense account of, then select the new account.
3. Repeat this for each line item that you updated the expense account of.
4. Click Save.
5. Navigate back to the tab with the account transactions report, then repeat the steps above for all bills.

Once complete, to confirm the expense is being tracked correctly, open your account transactions report, and filter it by the new expense account.